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Lisa Tamburini

@Choreo, Llc

Latest period2024 - Q3ReportedManaged Assets$6.817BTotal holdings1628
Assets growth rate14.39%Assets growth rate (2-Q avg)33.71%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Choreo, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1628 positions.

Assets under management

The assets under management (AUM) of Choreo, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 6.817B in assets, with a quarterly growth rate of 14.39% and a 2-quarter average growth rate of 33.71%. The portfolio is managed by Lisa Tamburini, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -1.39%
0.94%
$63.489M
356,256 shares@ $178.22 avg price
DFUSDimensional Etf Trust
Recent Activity
Decreased -0.63%
0.93%
$63.239M
1.027M shares@ $61.57 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
0.85%
$57.546M
84 shares@ $685073.58 avg price
VTIVanguard Index Fds
Recent Activity
Increased 3.66%
0.82%
$55.637M
198,294 shares@ $280.59 avg price
IEMGIshares Inc
Recent Activity
Increased 2.53%
0.8%
$54.488M
943,354 shares@ $57.76 avg price
SCHXSchwab Strategic Tr
Recent Activity
Decreased -6.05%
0.8%
$54.262M
807,109 shares@ $67.24 avg price
METAMeta Platforms Inc
Recent Activity
Increased 34.89%
0.75%
$51.076M
88,611 shares@ $576.41 avg price
IWBIshares Tr
Recent Activity
Decreased -0.69%
0.75%
$50.999M
163,653 shares@ $311.63 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -2.58%
0.73%
$49.412M
94,506 shares@ $522.85 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 3.78%
0.71%
$48.166M
105,302 shares@ $457.41 avg price